Our Process

“Transformation is a process, and as life happens there are tons of ups and downs. It's a journey of discovery - there are moments on mountaintops and moments in deep valleys of despair.” ~ Rick Warren

At Ten Talents, we start with a disciplined approach designed to help our clients build their financial security one step at a time. The financial plan we build with our clients utilizes key areas of financial planning to construct a dynamic strategy that is customized according to each of our client's unique needs. 

  1. Defining the Client-Advisor Relationship
  2. Collect Data, Determine Expectations and Prioritize Goals
  3. Analyze and Evaluate Financial Status
  4. Developing the Plan Recommendations
  5. Implementing the Plan 
  6. Monitor Progress and Make Adjustments

*Process indicated above is only for those clients that are engaging in a fee for service financial plan. Depending on your needs you may have other steps included in the process or may not have all the steps referenced above included.